Investments-Electronic Funds Transfer (EFT)

Electronic Funds Transfer (EFT) is an easy, convenient, and secure way to transfer money online between your bank and Fidelity.

Easy

Sign-up online - it only takes a few minutes
Transfer money online - when you need it for investments purposes or every day spending

Convenient

No need to use deposit slips, buy stamps or mail checks
Transfers completed as early as the same business day¹
Save time by scheduling recurring transfers from your bank to Fidelity using Automatic Investments

Secure

Transfers between your bank and Fidelity are processed via the Automated Clearing House (ACH) network

Free

Service is free of charge²

To enroll online

To establish the electronic funds transfer service online you need to provide your bank's:

Nine digit routing number (also known as the ABA number)
Account number

This information is typically located on the bottom of your check. Some banks use different numbers for EFT so you may want to verify with your bank.

To apply by mail

To apply by mail, download the appropriate form, complete, sign, and mail it to the address indicated on the form

Requests must be received by 4:00 PM EST to be eligible for same day completion. EFT deposits are generally not available for withdrawal or to purchase securities online for 4 - 6 business days. The amount of your deposit will accrue interest during this period.
Some banks may charge a fee to receive the transfer.

PDFs require Adobe® Reader®. This content will appear in a pop-up window..

Important Information from FINRA Regarding Anti-Money Laundering Requirements.

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	Electronic Funds Transfer (EFT) is an easy, convenient, and secure way to transfer money online between your bank and Fidelity. Easy Sign-up online - it only takes a few minutes Transfer money online - when you need it for investments purposes or every day spending Convenient No need to use deposit slips, buy stamps or mail checks Transfers completed as early as the same business day¹ Save time by scheduling recurring transfers from your bank to Fidelity using Automatic Investments Secure Transfers between your bank and Fidelity are processed via the Automated Clearing House (ACH) network Free Service is free of charge² To enroll online To establish the electronic funds transfer service online you need to provide your bank's: Nine digit routing number (also known as the ABA number) Account number This information is typically located on the bottom of your check. Some banks use different numbers for EFT so you may want to verify with your bank. To apply by mail To apply by mail, download the appropriate form, complete, sign, and mail it to the address indicated on the form Non-Retirement Account form. This content will appear in a pop-up window. (PDF) IRA Account form. This content will appear in a pop-up window. (PDF) College Savings Plan form. This content will appear in a pop-up window. (PDF) Annuity Services Direct Deposit/Annuity Builder form. This content will appear in a pop-up window. (PDF) Health Savings Account (HSA). This content will appear in a pop-up window. (PDF) Requests must be received by 4:00 PM EST to be eligible for same day completion. EFT deposits are generally not available for withdrawal or to purchase securities online for 4 - 6 business days. The amount of your deposit will accrue interest during this period. Some banks may charge a fee to receive the transfer. PDFs require Adobe® Reader®. This content will appear in a pop-up window.. Important Information from FINRA Regarding Anti-Money Laundering Requirements.	Related Links Enroll in EFT Automatic Investments Direct Deposit Frequently Asked Questions
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